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Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

850 hedge funds and large institutions have $7.85B invested in Schwab US Dividend Equity ETF in 2021 Q1 according to their latest regulatory filings, with 117 funds opening new positions, 425 increasing their positions, 217 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
850
Holders Change
+75
Holders Change %
+9.68%
% of All Funds
14.97%
Holding in Top 10
113
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+16.49%
% of All Funds
1.99%
New
117
Increased
425
Reduced
217
Closed
32
Calls
$11.1M
Puts
$12.4M
Net Calls
-$1.27M
Net Calls Change
-$3.34M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$326M
2
WANY
2
Wealthspire Advisors (New York)
New York
$319M
3
Wealthfront Advisers
3
Wealthfront Advisers
California
$592M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$203M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$103M

Top Sellers

1
NDSI
1
Newman Dignan & Sheerar Inc
Rhode Island
$16.8M
2
APP
2
Avantax Planning Partners
Iowa
$199M
3
FFN
3
Focus Financial Network
Minnesota
$1.1M
4
AWM
4
AE Wealth Management
Kansas
$10.4M
5
SS
5
Simplicity Solutions
Minnesota
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
B
726
Bailard
California
$206K -$25.4K -1,044 -11%
MCM
727
MAI Capital Management
Ohio
$204K -$64.7K -2,658 -24%
PCFFS
728
Pacific Center for Financial Services
California
$204K +$1.39K +57 +0.7%
JCIA
729
Jackson Creek Investment Advisors
Colorado
$204K +$204K +8,376 New
ZCM
730
Ziegler Capital Management
Illinois
$204K +$204K +8,400 New
FA
731
Fountainhead AM
New Jersey
$203K +$203K +8,355 New
SNBOSCI
732
Security National Bank of Sioux City Iowa
Iowa
$202K +$202K +8,310 New
WWM
733
Wagner Wealth Management
South Carolina
$200K +$41K +1,686 +26%
SFC
734
SYM Financial Corp
Indiana
$191K – – –
LWA
735
Lenox Wealth Advisors
New York
$190K – – –
TCOV
736
Trust Company of Vermont
Vermont
$187K – – –
AWM
737
Aberdeen Wealth Management
Illinois
$182K -$6.33K -261 -3%
WOC
738
West Oak Capital
California
$174K +$51.4K +2,115 +42%
WWM
739
Wolff Wiese Magana
California
$166K +$874 +36 +0.5%
FCA
740
FinTrust Capital Advisors
South Carolina
$165K +$32.7K +1,341 +25%
ACM
741
Allred Capital Management
Texas
$160K +$160K +6,564 New
EW
742
Element Wealth
Mississippi
$157K – – –
FPFS
743
First Personal Financial Services
North Carolina
$156K – – –
PK
744
Pflug Koory
Nebraska
$154K +$73 +3 +0%
HFS
745
HBC Financial Services
Washington
$149K – – –
RFA
746
Reilly Financial Advisors
California
$146K +$115K +4,710 +369%
DWMG
747
DB Wealth Management Group
California
$144K – – –
CCMW
748
Cypress Capital Management (Wyoming)
Wyoming
$142K – – –
BAMG
749
Brand Asset Management Group
Missouri
$141K – – –
LGWM
750
Litman Gregory Wealth Management
California
$139K +$106K +4,380 +324%
28 29
30
31 32